Agency profit and loss dashboard software - real-time P&L for your insurance agency, refreshing as commission flows in and expenses post out. Income by insurer and line, expense tracking, sub-agent payouts, GST output and monthly closing - all in one financial dashboard your CA actually loves.
Excel-based commission and bank-statement-based expenses meet only at year-end. By then it is too late to course-correct. Real-time P&L changes how you run.
Total income, total expense, net P&L update in real-time as policies are entered and bills are posted. Open the dashboard, see today's number.
Drill into motor, health, life, general - which line is profitable, which is breakeven, which is loss. Reallocate effort to the right lines.
Which insurer pays best? Which insurer has the highest claim friction? P&L per insurer surfaces facts that drive better placement decisions.
P&L per sub-agent in your network - who is profitable, who needs coaching, who is the next leadership candidate. Data-driven team management.
Office rent, marketing, sub-agent commissions, software, telecom - all categorised and trackable against monthly budget. End-of-month closing in 1 click.
GST output per month, input credit eligible, reverse-charge tracked separately. Direct export to your CA's filing software, no manual translation.
Create your Agenex account in 60 seconds. No credit card. First 10 policy entries and 5 RC checks are free.
Upload your Excel sheet, or paste from a notebook - Agenex turns notebook scribbles into a searchable client database.
Turn on agency profit and loss dashboard software in one click. WhatsApp, SMS, payment links and reports start flowing automatically.
Most Indian agencies operate without real-time financial visibility. Commission is tracked in one Excel sheet, expenses in a bank-statement folder, sub-agent payouts in a WhatsApp group. The three reconcile at year-end when the CA pulls everything together for filing - typically 4-6 months after the actual financial reality has changed. By then, course corrections are impossible: you cannot un-spend a marketing budget or un-place an unprofitable insurer.
Agency profit and loss dashboard software inside Agenex turns this around. Commission flows in real-time as policies enter the CRM. Expenses post when bills are uploaded or marked paid. Sub-agent payouts auto-deduct against earned commission. The P&L refreshes minute-by-minute. Open the dashboard at 6 PM and you know exactly how the month is shaping versus target. Make adjustments on the 15th rather than discovering shortfalls on the 31st.
For agencies considering hiring, expanding to a new branch, or onboarding a new sub-agent, real-time P&L is the difference between informed decisions and gut feel. You see which line of business has true unit economics versus which is just busy. You see which sub-agent is contributing to net margin and which is consuming overhead. You see which marketing channel is generating profitable leads versus expensive vanity. The agencies that grow consistently are the ones that know their numbers in real-time.
agency profit and loss dashboard software - Agenex is built specifically for this use case in the Indian insurance market and is fully ready for the 2026 agent workflow.
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Available in Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam - beema agent ke liye best app, sasta insurance management software, mobile se insurance record kaise rakhe.
Within seconds. Commission auto-calculates the moment the policy is saved, and the P&L tile on the dashboard refreshes immediately. There is no batch processing, no end-of-day delay, no manual recompute. Real-time means real-time.
Yes - we support a CA-Read-Only role that lets your CA see P&L, GST output, expense reports and Tally export without any access to client PII. Many agencies give their CA a dedicated login so monthly closing happens without back-and-forth Excel sheets.
Yes - the dashboard shows both Realised P&L (commission already earned) and Forecasted P&L (commission expected from upcoming renewals in the next 30/60/90 days, weighted by historical renewal ratio). This forecast helps you plan cash-flow and hiring decisions.
Agenex powers the full daily workflow of an Indian insurance agent. Below is a typical day - and the Agenex modules that handle each step.
Open the dashboard. Today's renewal list is ready - sorted by client priority, premium, RTO. Vehicle multi-expiry shows Insurance, PUC, Fitness, Tax, Permits, CNG and Meter all at once.
One tap fires WhatsApp messages to today's expiring clients. Each message goes in the customer's own language - Hindi, Marathi, Tamil, Telugu, Bengali, Gujarati, Punjabi, Kannada, Malayalam or English.
9 AM auto-sends birthday WhatsApp to clients in their preferred language. You don't lift a finger. Clients feel remembered. Renewal trust grows.
New lead walks in with a vehicle. Type the RC number - in 5 seconds Vahan returns owner, fitness, insurance status and pending e-challans. Rs.5 per check.
Issue a motor, health, life or general policy - add it in 30 seconds with all expiry, premium, commission fields. Document vault uploads policy PDF.
Sub-agent commissions auto-split at every renewal. End-of-week, monthly statements ready per sub-agent. No more month-end disputes.
Update partial premium collection. Customer ledger shows credit/debit, outstanding receivables. Other Income/Expense tracked. GST invoice ready for tax filing.
All type of reports auto-fill with today's calls, follow-ups, policies issued, commission earned. Tomorrow's renewal list builds itself overnight. Offline mode keeps you working in low-network zones.
One click: monthly commission report by insurer, line, sub-agent. Renewal ratio, lapsed policies, recovered policies. Email auto-sends to your CA on the 1st.
Below is the full software stack used by Indian insurance agents on every Agenex plan from Rs.999/year onwards.
Unlimited client profiles with vehicle, health, life and policy history. Searchable by name, phone, RC, policy number. Family linking for joint households.
One vehicle entry tracks Insurance + PUC + Fitness + Tax + National Permit + State Permit + CNG Cylinder + Meter expiry, with auto WhatsApp reminders for each.
Vahan-integrated RC verification (Lite for basic, Pro for full owner/engine/chassis) plus pending e-challan check in 5 seconds at Rs.5 per check.
Auto-calculate insurer-wise and customer-wise commission for LIC, motor, health, general, life - per policy, per month, per agent. Sub-agent splits handled automatically.
Auto WhatsApp reminders for vehicle expiry (Insurance, PUC, Fitness, Tax, Permit, CNG, Meter), policy renewals and birthdays in 10 Indian languages - included free.
Health policy portfolio tracker with cashless hospital network, sum insured, NCB, family floater, top-ups and claim status (CRN, TPA, settlement timeline).
LIC and life policy management with premium installment tracking, paid-up/lapsed status, nominee mapping, maturity benefit alerts and bonus records.
Home, shop, fire, travel, marine, transit, cargo, crop, cattle and pet insurance - portfolio tracker for every line of business with renewal and claim management.
DL records database with expiry tracking, issue-pending and photo-pending alerts, expired licence reports - essential for RTO consultants and motor agents.
Secure cloud locker for RC photos, fitness certificates, permits, tax receipts, PUC certificates, CNG cylinder docs, KYC, policy PDFs - AES-256 encrypted with daily backup.
Customer-wise credit/debit ledger, partial payments, receivables, Other Income/Expense tracking, GST-ready invoices and Tally export.
Insurer-wise payout reports, company-wise transactions, payout reconciliation - downloadable Excel/PDF, monthly settlement statements.
Onboard sub-agents with role-based view permissions, auto commission split, monthly statements per sub-agent, leaderboard for healthy competition.
Multiple offices, one dashboard. Manage staff with role-based access (vahan_view, rc_check_view, customer_view, payout_view). 2 free employee accounts.
All type of reports - commission report, due payments, follow-up, income, payment collections, reminder, top companies, upcoming insurance, vehicle CRM - all built-in.
To-do work module with task chats, plus Saathi community chat for connecting with other Indian insurance agents and getting peer support.
Personal branded mini-website per agent - share quotes, capture leads, click-to-call - included on every plan, no extra hosting cost.
Wallet transactions, yearly subscription management, refer-and-earn passbook, banner display - built-in monetization helpers.
No credit card. First 10 policy entries and 5 RC checks completely free. No commitment.
Excel import wizard maps your existing spreadsheet columns to Agenex fields. Or scan paper diary pages with OCR. Free assisted migration for first 200 policies.
One tap turns on auto-WhatsApp reminders. 30/15/7/1 day cadence. 10 languages. From this point, no renewal ever falls through.
Onboard sub-agents with their commission %. Auto-split at every renewal. Each sub-agent sees only their own clients with role-based access.
All type of reports auto-fill with daily activity. Schedule monthly commission MIS to email your CA on the 1st. Day-end summary shows tomorrow's priority.
From solo agents starting fresh to established agencies with sub-agent networks - Agenex scales with you.
Up to 150 policies. Vehicle + Health + Life + General. RC Lite + Challan. WhatsApp reminders 10 languages. Free Android app + free agent website. 2 employee accounts.
Up to 800 policies. Everything in Silver plus RC Pro, sub-agent network (5 sub-agents), priority support, advanced reports, customer ledger, accounting.
Up to 1,500 policies. Everything in Gold plus unlimited sub-agents, branch management, premium accounting (Our Account list), bulk import-export tools.
Up to 3,000 policies. Everything in Diamond plus white-label options, API access, dedicated success manager, custom training, branch consolidated reports.
Active across all 28 states
Policies tracked end-to-end
Indian languages WhatsApp + UI
Cities and states with local content
"Excel cannot send WhatsApp reminders, verify RC, calculate commission, or backup your data. Agenex does all four - in 10 Indian languages."
No credit card. Setup in 5 minutes. Plans from Rs.999/year.
Start Free TrialAgenex is the best insurance agent software in India for policy management, WhatsApp renewal reminders, RC and challan verification, commission tracking, sub-agent management, and insurance CRM 2026. Trusted by LIC agents, POSP agents, motor insurance agents, health insurance agents and life insurance brokers across Mumbai, Delhi, Bangalore, Hyderabad, Chennai, Kolkata, Pune, Ahmedabad, Jaipur, Lucknow, Patna, Bhopal, Indore, Chandigarh, Surat, Kanpur, Nagpur, Thane, Coimbatore, Mysore, Vadodara, Rajkot, Visakhapatnam, Ludhiana and every state of Bharat.
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